Purchases and Sales Made in Q4 2023 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q4 2023. The information is specifically focused on institutions that hold shares of XCEL ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
900+ 0.57% |
$49.5K - $57K
|
159K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
845+ 160.04% |
$46.5K - $53.5K
|
1.37K
$92.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
842+ 7.51% |
$46.3K - $53.3K
|
12.1K
$810K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
831+ 95.52% |
$45.7K - $52.6K
|
1.7K
$114K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
802+ 8.09% |
$44.1K - $50.8K
|
10.7K
$720K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
794+ 7.6% |
$43.7K - $50.3K
|
11.2K
$755K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
774+ 4.32% |
$42.6K - $49K
|
18.7K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
736+ 8.16% |
$40.5K - $46.6K
|
9.75K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
729+ 15.51% |
$40.1K - $46.2K
|
5.43K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
714+ 6.94% |
$39.3K - $45.2K
|
11K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
690+ 4.76% |
$38K - $43.7K
|
15.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
687+ 1.7% |
$37.8K - $43.5K
|
41.1K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
680+ 14.78% |
$37.4K - $43.1K
|
5.28K
$355K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
676+ 12.37% |
$37.2K - $42.8K
|
6.14K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
675+ 4.36% |
$37.1K - $42.7K
|
16.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
642+ 11.12% |
$35.3K - $40.7K
|
6.41K
$431K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
634+ 0.72% |
$34.9K - $40.2K
|
89.3K
$6M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
624+ 14.58% |
$34.3K - $39.5K
|
4.9K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 11.55% |
$33K - $38K
|
5.8K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 182.37% |
$33K - $38K
|
929
$62.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
595+ 14.19% |
$32.7K - $37.7K
|
4.79K
$322K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
592+ 190.97% |
$32.6K - $37.5K
|
902
$60.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
579+ 0.85% |
$31.9K - $36.7K
|
68.7K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
577+ 2.62% |
$31.8K - $36.5K
|
22.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
556New |
$30.6K - $35.2K
|
556
$37.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
552+ 19.71% |
$30.4K - $35K
|
3.35K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
551+ 9.08% |
$30.3K - $34.9K
|
6.62K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
551+ 12.27% |
$30.3K - $34.9K
|
5.04K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
545+ 5.93% |
$30K - $34.5K
|
9.74K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
544+ 13.74% |
$29.9K - $34.5K
|
4.5K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
542+ 2.84% |
$29.8K - $34.3K
|
19.7K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
536+ 39.7% |
$29.5K - $33.9K
|
1.89K
$127K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
531+ 4.57% |
$29.2K - $33.6K
|
12.1K
$816K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
524+ 10.18% |
$28.8K - $33.2K
|
5.67K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
522+ 4.16% |
$28.7K - $33.1K
|
13.1K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
518New |
$28.5K - $32.8K
|
518
$34.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
517+ 46.83% |
$28.5K - $32.7K
|
1.62K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
510+ 0.27% |
$28.1K - $32.3K
|
187K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
509+ 11.73% |
$28K - $32.2K
|
4.85K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.53% |
$27.5K - $31.7K
|
95.3K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
494New |
$27.2K - $31.3K
|
494
$33.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
492+ 7.75% |
$27.1K - $31.2K
|
6.84K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
492+ 1.93% |
$27.1K - $31.2K
|
26K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
485+ 13.47% |
$26.7K - $30.7K
|
4.09K
$275K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
482+ 6.04% |
$26.5K - $30.5K
|
8.47K
$569K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
478+ 8.22% |
$26.3K - $30.3K
|
6.29K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
465New |
$25.6K - $29.4K
|
465
$31.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
459+ 10.09% |
$25.3K - $29.1K
|
5.01K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
450+ 2.74% |
$24.8K - $28.5K
|
16.8K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
448+ 9.13% |
$24.7K - $28.4K
|
5.36K
$360K
|